BCGM Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,648
| Closed | -$1.08M | – | 163 |
|
|
2025
Q1 | $1.08M | Buy |
3,648
+195
| +6% | +$57.5K | 0.33% | 71 |
|
|
2024
Q4 | $1M | Buy |
3,453
+99
| +3% | +$28.7K | 0.32% | 71 |
|
|
2024
Q3 | $999K | Buy |
3,354
+140
| +4% | +$41.7K | 0.32% | 66 |
|
|
2024
Q2 | $829K | Buy |
3,214
+24
| +0.8% | +$6.19K | 0.29% | 71 |
|
|
2024
Q1 | $773K | Sell |
3,190
-16
| -0.5% | -$3.88K | 0.28% | 70 |
|
|
2023
Q4 | $878K | Sell |
3,206
-27
| -0.8% | -$7.39K | 0.36% | 58 |
|
|
2023
Q3 | $916K | Buy |
3,233
+172
| +6% | +$48.7K | 0.42% | 54 |
|
|
2023
Q2 | $917K | Buy |
3,061
+375
| +14% | +$112K | 0.4% | 51 |
|
|
2023
Q1 | $771K | Sell |
2,686
-223
| -8% | -$64K | 0.39% | 56 |
|
|
2022
Q4 | $897K | Sell |
2,909
-15
| -0.5% | -$4.62K | 0.44% | 51 |
|
|
2022
Q3 | $717K | Buy |
2,924
+294
| +11% | +$72.1K | 0.36% | 59 |
|
|
2022
Q2 | $653K | Buy |
2,630
+110
| +4% | +$27.3K | 0.33% | 60 |
|
|
2022
Q1 | $590K | Buy |
2,520
+145
| +6% | +$33.9K | 0.32% | 60 |
|
|
2021
Q4 | $723K | Buy |
2,375
+113
| +5% | +$34.4K | 0.39% | 55 |
|
|
2021
Q3 | $678K | Buy |
2,262
+172
| +8% | +$51.6K | 0.38% | 59 |
|
|
2021
Q2 | $608K | Buy |
2,090
+52
| +3% | +$15.1K | 0.36% | 58 |
|
|
2021
Q1 | $580K | Buy |
2,038
+262
| +15% | +$74.6K | 0.4% | 54 |
|
|
2020
Q4 | $463K | Buy |
+1,776
| New | +$463K | 0.33% | 54 |
|